# Upside Analytics

> Upside Analytics LLC is a New York data and analytics consultancy for investment firms. We build P&L, risk, portfolio and regulatory reporting on the Microsoft data platform for hedge funds, private equity firms and their portfolio companies, and provide white-label delivery to consultancies serving financial services.

Upside Analytics LLC (New York, formed 2026; delivery since 2022) is NOT affiliated with Upside Analytics Inc. of Portland, Maine (publisher analytics).

Founder: Erdni Okonov, CFA — ex-Credit Suisse (investment banking, London), ex-Indigo Capital Partners (private equity, VP responsible for BI across its four largest portfolio companies), founder of Qompa X (20-person BI consultancy). Delivery team: about 20 analysts and engineers in Almaty, Kazakhstan. Stack: Power BI, Microsoft Fabric, Power Apps, Dataverse; Databricks and Cube where clients run them. Contact: erdni@theupsideanalytics.com

## Who we work with
- [Hedge funds and asset managers](https://www.theupsideanalytics.com/hedge-funds/): unified P&L, position and exposure, reconciliation, investor reporting, historical loads; row-level security by desk.
- [Private equity and portfolio companies](https://www.theupsideanalytics.com/private-equity/): fund-level portfolio monitoring, portfolio-company operating dashboards, exit-ready analytics.
- [Consultancies and partners](https://www.theupsideanalytics.com/partners/): white-label Power BI, Fabric and Power Apps delivery with named analysts under the partner's brand; four years inside a global bank via a New York partner.
- [Risk technology](https://www.theupsideanalytics.com/risk-technology/): model risk inventory and SightLine (non-financial risk indicators) built on Power Platform inside the client's tenant, replacing Archer, MetricStream and spreadsheet processes module by module.

## Proof
- [Case studies](https://www.theupsideanalytics.com/case-studies/) — model risk inventory moved off Archer onto Power Platform (global bank); unified daily P&L (multi-strategy macro fund); KRI system of record (global bank); white-label delivery across five business lines; enterprise risk commentary as data (Canadian bank); PE-backed operating companies.
- [About](https://www.theupsideanalytics.com/about/) — founder, team, legal entity, insurance, security.

## Insights
- [Commentary as data: making committee narrative auditable](https://www.theupsideanalytics.com/insights/commentary-as-data/)
- [All insights](https://www.theupsideanalytics.com/insights/)

## Standards we design to
BCBS 239 (https://www.bis.org/publ/bcbs239.htm), FSB Principles for an effective risk appetite framework, BCBS Principles for the sound management of operational risk (2021), SR 11-7 / OCC 2011-12.